Protection Advisor

Job Title: Protection Advisor

If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.

Location: Macclesfield, Cheshire. Full-time office-based role – Monday to Friday 9-5.

Job Purpose:

The Protection Advisor is responsible for providing expert advice and recommending suitable insurance and protection products to clients, ensuring they are financially protected against unforeseen events. This role requires a deep understanding of financial products, excellent customer service skills, and the ability to build strong relationships with clients.

Key Responsibilities:

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* Conduct thorough assessments of clients\’ financial situations to understand their protection needs.

* Provide expert advice on protection products such as life insurance, income protection, critical illness cover, and family protection.

* Meet and exceed sales targets for protection products by proactively identifying new business opportunities.

* Engage with both new and existing clients to offer appropriate protection solutions.

* Stay updated with the latest insurance products and industry regulations.

* Ensure clients understand the terms and conditions of the products offered.

* Explain the benefits and limitations of various protection plans in clear, accessible terms.

Documentation and Compliance:

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* Complete all necessary paperwork and documentation accurately, ensuring compliance with regulatory and internal standards.

* Maintain detailed records of client meetings, recommendations, and transactions.

* Adhere to financial regulations, such as those set by the Financial Conduct Authority (FCA).

Team Collaboration:

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* Work with colleagues in the sales and support teams to deliver an exceptional client experience.

* Share insights and best practices to help the team improve performance and achieve business goals.

Skills and Qualifications:

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* Experience in giving protection advise.

* Strong understanding of protection products and the financial services industry.

* Excellent communication and interpersonal skills with the ability to build rapport with clients.

* Goal-oriented with a strong drive for achieving sales targets and business growth.

* High level of attention to detail, especially when completing documentation and ensuring compliance.

* Knowledge of FCA regulations and industry standards